How To Create, Apply, And Manage Templates In Content Workflow

Once Content Workflow is enabled you will need the Create Templates permission to complete these tasks.

Why?

Efficient content management is essential for maintaining a consistent flow. After creating a template in Content Workflow, you can apply it to items in your projects to save time and ensure a consistent structure for your content.

How?

Creating A Template

1. Navigate to Content Workflow
2. Select the Structure tab. 
3. Click New Template. You will be taken to the Structure Editor. 
4. • You can re-order the fields by selecting at the far-right of a field and dragging and dropping it into a new position. 
   • Customize fields with field names to reflect the content you want to collect. You can add instructions below the field for further clarity or a word or character limit. Some field types allow you to apply certain settings to them to help gather specific content.Drag the fields that you want to add to the template. 

5. Click Save. You can click on the dropdown and choose Save & close to save the changes and return to where you were.

1. Navigate to Content Workflow.
2. Open an Item you would like to convert to a template.
3. Inside the custom structure, select edit mode, which is located in the top right-hand sidebar.
4. Click Save as template.
   1. You won't see the Save as template option if you view a template, not a custom structure.

Applying A Template To A Single Item

1. Navigate to Content Workflow.
2. Open the item to which you would like to apply the template.
3. On the left-hand side, select Template and select Templates from the dropdown menu. 
4. Click Apply template.

Applying A Template To Multiple Items

1. Navigate to Content Workflow.
2. Select the items to which you'd like to apply the template. They will appear highlighted once selected. Hold Shift on your keyboard to select multiple items.
   
   • Tip: If you want to do this for ALL items in a project, click on the All items folder on the left sidebar.
   • Select an item and scroll to the bottom of the page. Then, click 'Select all' from the toolbar.
3. Select Apply a template.  When you update a template, your changes will affect all items using that template. This makes it easy to manage large numbers of items.
4. If you already have content in an item, we recommend duplicating it before applying a new template, as once you apply a new template, it will overwrite the existing content.
5. You can restore the overwritten content by re-applying the original template. 
6. Select the template from the dropdown menu and select Confirm. 

Importing A Template From Another Project

1. Navigate to Content Workflow.
2. Select the Structure tab.
3. Click Import.
4. Select the templates that you want to import from the list. You can select templates from different projects and import them together.

Duplicate Or Delete A Template

1. Navigate to Content Workflow.
2. Select the Structure tab.
3. Select the template(s) you want to duplicate or delete.
4. Select  to duplicate or to delete using the toolbar at the bottom of the page.

Note: You cannot delete a template currently attached to any content item in your project.